Xero Integration

Xero refresh Chart of Accounts
In order to expose new GL codes once Xero has been configured and mapped in Actionstep, go to the alert bar click Xero, click refresh Chart of Accounts, thi...
Wed, 18 Jul, 2018 at 4:28 PM
Mapping Xero Accounts
Map the Accounts - this is taken from the Actionstep user Guide  July 2018 - Please check the link for any updated changes -  https://actionstep.atlassian....
Mon, 11 Nov, 2019 at 2:42 PM
How to create and apply a credit (write-off) when XERO enabled
If Xero is enabled to write-off an already raised invoice that has been pushed through to Xero you must do so via a credit note. From the green "+&...
Mon, 26 Nov, 2018 at 10:17 AM
Tax Constraints with Xero Connection to Actionstep
This page is correct as of March 2019 and copied from  https://developer.xero.com/documentation/api/tax-rates#TaxConstraints This advises what tax codes...
Fri, 8 Mar, 2019 at 8:57 AM
Connecting Actionstep to Xero
We have scheduled the Actionstep to Xero linking/connecting for ......................................., zoom invite will be sent shortly.   A couple o...
Tue, 15 Sep, 2020 at 12:18 PM
Xero Mapping
Tue, 15 Sep, 2020 at 12:25 PM
add GL code in Actionstep and link/map to Xero
Once the account has been created in Xero, click on the word Xero at the bottom of your screen and click “Refresh Chart of Accounts” this updates the Xero c...
Fri, 11 Dec, 2020 at 1:31 PM
How to unlink an Invoice posted to Xero
Please see below instructions for reversing invoice in Actionstep linked to Xero   PAYMENT HAS NOT BEEN APPLIED TO INVOICE:   1. Void/delete invoice in ...
Tue, 4 May, 2021 at 2:56 PM